Lewis Asset Management, LLC Incresed Positions in Q3 2025

Lewis Asset Management, LLC

  • $243 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.93K
+ 9.45%
$202.38 - $256.87 $998K - $1.27M
57.1K $14.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.68K
+ 28.75%
$617.65 - $666.84 $2.27M - $2.46M
16.5K $11B
GOOG
Alphabet Inc.

Communication Services
1.4K
+ 7.68%
$175.16 - $255.24 $245K - $358K
19.6K $4.78B
GOOGL
Alphabet Inc.

Communication Services
1.25K
+ 6.81%
$174.36 - $254.72 $218K - $318K
19.6K $4.77B
ORCL
Oracle Corp

Technology
203
+ 1.05%
$218.96 - $328.33 $44.4K - $66.7K
19.6K $5.52B
MSFT
Microsoft Corp

Technology
1.38K
+ 9.74%
$491.09 - $535.64 $677K - $738K
15.5K $8.04B
AVGO
Broadcom Inc.

Technology
129
+ 0.95%
$264.74 - $369.57 $34.2K - $47.7K
13.7K $4.52B
UNH
Unitedhealth Group Inc

Healthcare
2.05K
+ 99.27%
$237.77 - $353.61 $486K - $723K
4.11K $1.42B
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
11.3K
+ 61.28%
$26.85 - $45.91 $303K - $518K
29.7K $1.24B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.5K
+ 27.47%
$55.61 - $57.37 $642K - $662K
53.6K $3.06B
JNJ
Johnson & Johnson

Healthcare
1.02K
+ 7.27%
$155.17 - $185.42 $157K - $188K
15K $2.78B
AES
Aes Corp

Utilities
28.1K
+ 36.62%
$10.77 - $13.94 $302K - $391K
105K $1.38B
ABBV
Abb Vie Inc.

Healthcare
74
+ 0.62%
$184.85 - $231.54 $13.7K - $17.1K
12K $2.77B
VUG
Vanguard Growth ETF

ETFs
294
+ 3.05%
$433.97 - $484.08 $128K - $142K
9.94K $4.77B
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 2.07%
$293.94 - $444.72 $20K - $30.2K
3.36K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
1.98K
+ 5.48%
$211.65 - $238.24 $418K - $471K
38K $8.35B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.15K
+ 7.7%
$136.48 - $142.97 $294K - $308K
30.1K $4.21B
CVX
Chevron Corp

Energy
1.69K
+ 16.61%
$145.57 - $161.83 $245K - $273K
11.8K $1.84B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
472
+ 14.79%
$567.09 - $607.37 $268K - $287K
3.66K $2.18B
MCD
Mcdonalds Corp

Consumer Cyclical
950
+ 19.59%
$291.67 - $316.99 $277K - $301K
5.8K $1.76B
ROST
Ross Stores, Inc.

Consumer Cyclical
1.48K
+ 32.03%
$127.59 - $152.81 $189K - $226K
6.1K $930M
Qxo Inc
33.3K
+ 26.13%
N/A
160K $3.06B
IYW
Ishares Dj Us Tech ETF

ETFs
659
+ 7.92%
$171.38 - $197.01 $113K - $130K
8.98K $1.76B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
265
+ 3.25%
$435.72 - $463.74 $115K - $123K
8.42K $3.9B
VKTX
Viking Therapeutics, Inc.

Healthcare
11.9K
+ 26.94%
$23.09 - $42.09 $274K - $500K
55.9K $1.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
324
+ 3.99%
$459.11 - $506.91 $149K - $164K
8.44K $4.24B
JPM
Jpmorgan Chase & CO

Financial Services
698
+ 24.36%
$282.78 - $316.06 $197K - $221K
3.56K $1.12B
COST
Costco Wholesale Corp

Consumer Defensive
486
+ 17.22%
$915.95 - $994.57 $445K - $483K
3.31K $3.06B
ENB
Enbridge Inc

Energy
2.34K
+ 8.51%
$43.79 - $50.46 $102K - $118K
29.8K $1.5B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
260
+ 5.44%
$284.45 - $324.95 $74K - $84.5K
5.04K $1.61B
GS
Goldman Sachs Group Inc

Financial Services
21
+ 0.86%
$696.56 - $806.32 $14.6K - $16.9K
2.47K $1.97B
WMT
Walmart Inc.

Consumer Defensive
860
+ 3.35%
$94.4 - $104.27 $81.2K - $89.7K
26.5K $2.73B
URA
Global X Uranium ETF

ETFs
1.25K
+ 6.72%
$36.45 - $50.4 $45.4K - $62.7K
19.8K $942M
VLO
Valero Energy Corp

Energy
84
+ 1.48%
$131.77 - $175.63 $11.1K - $14.8K
5.75K $980M
XLK
Technology Sector Spdr

ETFs
377
+ 10.55%
$250.97 - $282.66 $94.6K - $107K
3.95K $1.11B
Lam Research Corp
18
+ 0.37%
N/A
4.87K $653M
EMR
Emerson Electric CO

Industrials
1.39K
+ 39.99%
$128.6 - $149.63 $179K - $208K
4.87K $638M
HD
Home Depot, Inc.

Consumer Cyclical
227
+ 11.9%
$357.4 - $423.42 $81.1K - $96.1K
2.13K $865M
Blackrock Inc
108
+ 39.56%
N/A
381 $444M
BX
Blackstone Inc.

Financial Services
178
+ 2.98%
$152.77 - $188.68 $27.2K - $33.6K
6.15K $1.05B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.92K
+ 14.87%
$53.81 - $57.52 $104K - $111K
14.9K $855M
PDI
Pimco Dynamic Income Fund

Financial Services
6K
+ 16.35%
$18.85 - $20.07 $113K - $120K
42.7K $845M
RTX
Raytheon Technologies Corp

Industrials
79
+ 1.25%
$144.19 - $167.33 $11.4K - $13.2K
6.4K $1.07B
TJX
Tjx Companies Inc

Consumer Cyclical
189
+ 3.43%
$121.35 - $144.54 $22.9K - $27.3K
5.69K $823M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
869
+ 32.3%
$89.32 - $107.82 $77.6K - $93.7K
3.56K $384M
Ge Vernova Inc
160
+ 40.71%
N/A
553 $340M
PG
Procter & Gamble CO

Consumer Defensive
1.27K
+ 11.11%
$150.47 - $161.22 $190K - $204K
12.7K $1.94B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
150
+ 9.14%
$275.84 - $326.36 $41.4K - $49K
1.79K $585M
XLF
Financial Sector Spdr

ETFs
2.07K
+ 48.39%
$51.37 - $54.25 $106K - $112K
6.35K $342M
Activity Summary
Buys All Purchases 127 New Holdings 17 Increased Positions 110 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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